Great-west Moderately Competition

MXDPX Fund

USD 8.47 0.01 0.12%

Great West Moderately competes with Westwood Income, First Eagle, Berwyn Income, and Fpa Crescent; as well as few others. The fund is listed under Allocation--30% to 50% Equity category and is part of Great-West Funds family. Analyzing Great-west Moderately competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Great-west Moderately to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Great-west Moderately Correlation with its peers.

You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Great-west Moderately competition on your existing holdings.

Specify up to 10 symbols:

Hype

Prediction

Low	Estimated	High
8.11	8.47	8.83

Details

Intrinsic

Valuation

Low	Real	High
8.09	8.45	8.81

Details

Great-west Moderately Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Great-west Moderately and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Great-west and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Great West Moderately does not affect the price movement of the other competitor.

	WHGIX	SGIIX	BERIX	FPACX
WHGIX		0.58	0.65	0.86	WHGIX
SGIIX	0.58		0.75	0.6	SGIIX
BERIX	0.65	0.75		0.43	BERIX
FPACX	0.86	0.6	0.43		FPACX
	WHGIX	SGIIX	BERIX	FPACX

Click cells to compare fundamentals

Check Volatility

Backtest Portfolio

Risk-Adjusted Indicators

There is a big difference between Great-west Mutual Fund performing well and Great-west Moderately Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Great-west Moderately's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
WHGIX	0.28	0.01	(0.19)	0.13	0.20	(0.33)	0.66	(0.65)	1.56
SGIIX	0.40	(0.05)	(0.21)	0.01	0.48	(0.46)	0.86	(0.95)	2.33
BERIX	0.21	0.00	(0.41)	0.11	0.19	(0.24)	0.45	(0.38)	1.13
FPACX	0.40	(0.02)	(0.12)	0.08	0.49	(0.39)	0.69	(0.73)	2.32

Unable to evaluate fundamental data of [WHGIX, SGIIX, BERIX, FPACX] at this time. Please try again later

All Fundamental Data

Great-west Moderately Competitive Analysis

The better you understand Great-west Moderately competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Great-west Moderately's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Great-west Moderately's competition over several years is one of the best ways to analyze its investment potential.

Better Than Average

Worse Than Peers

View Performance Chart

	MXDPX	WHGIX	SGIIX	BERIX	FPACX
	0.12 8.47 Great-west	0.40 12.50 Westwood	0.49 74.10 FIRST	0.30 13.43 Berwyn	0.05 43.15 Fpa
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	Very Weak	Good	Insignificant	OK	Good
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued
Buy or Sell Advice (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Strong Hold	Buy	Buy	Hold	Buy
Net Asset	409.09 M	869.54 M	49.25 B	347.83 M	8.94 B
Minimum Initial Investment	N/A	100 K	N/A	1 K	N/A
Price To Book	2.14 X	2.81 X	1.87 X	2.07 X	1.52 X
Five Year Return	5.34 %	5.68 %	9.14 %	3.66 %	10.55 %
One Year Return	13.48 %	17.53 %	20.57 %	12.60 %	18.76 %
Last Dividend Paid	0.04	0.05	N/A	0.03	N/A
Price To Earning	18.77 X	19.26 X	18.66 X	16.38 X	16.12 X
Price To Sales	1.70 X	2.55 X	1.52 X	1.18 X	2.01 X
Cash Position Weight	1.22 %	3.55 %	7.30 %	10.78 %	25.04 %
Equity Positions Weight	43.82 %	44.49 %	80.20 %	20.71 %	66.55 %
Three Year Return	2.33 %	2.41 %	7.52 %	1.74 %	7.45 %
Annual Yield	0.01 %	0.04 %	0.01 %	0.04 %	0.01 %
Year To Date Return	8.50 %	11.16 %	16.54 %	8.02 %	14.47 %
Bond Positions Weight	6.36 %	40.10 %	1.15 %	61.42 %	N/A
Ten Year Return	5.86 %	7.29 %	7.25 %	4.65 %	6.89 %
Day Typical Price	8.47	12.5	74.1	13.43	43.15
Daily Balance Of Power	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T
Period Momentum Indicator	0.01	0.05	0.36	0.04	0.02
Rate Of Daily Change	1.0	1.0	1.0	1.0	1.0
Day Median Price	8.47	12.5	74.1	13.43	43.15
Price Action Indicator	0.005	0.025	0.18	0.02	0.01
Relative Strength Index	66.23	72.76	48.1	53.74	68.67
Coefficient Of Variation	(7,534)	600.2	4033.54	1323.62	933.99
Mean Deviation	0.227	0.283	0.4026	0.2132	0.3992
Jensen Alpha	(0.05)	0.0054	(0.05)	(0.0008)	(0.02)
Total Risk Alpha	(0.07)	(0)	(0.08)	(0.03)	(0.03)
Sortino Ratio	N/A	(0.19)	(0.21)	(0.41)	(0.12)
Downside Variance	N/A	0.1226	0.2774	0.0678	0.3209
Standard Deviation	0.3563	0.3615	0.5195	0.2607	0.5272
Kurtosis	6.52	0.0956	0.0522	(0.34)	1.32
Potential Upside	0.4785	0.6612	0.8592	0.4532	0.6877
Treynor Ratio	(0.05)	0.1294	0.0069	0.1067	0.0823
Maximum Drawdown	2.02	1.56	2.33	1.13	2.32
Variance	0.127	0.1307	0.2699	0.068	0.2779
Market Risk Adjusted Performance	(0.04)	0.1394	0.0169	0.1167	0.0923
Risk Adjusted Performance	(0.02)	0.1165	0.0142	0.0385	0.0775
Skewness	(1.31)	0.0191	(0.1)	0.1126	(0.05)
Semi Deviation	N/A	0.2017	0.4822	0.193	0.4885
Information Ratio	(0.37)	(0.18)	(0.22)	(0.41)	(0.13)
Value At Risk	(0.59)	(0.65)	(0.95)	(0.38)	(0.73)
Expected Short fall	N/A	(0.33)	(0.46)	(0.24)	(0.39)
Downside Deviation	N/A	0.3502	0.5267	0.2604	0.5665
Semi Variance	N/A	0.0407	0.2325	0.0372	0.2387

Great-west Moderately Competition Performance Charts

Five steps to successful analysis of Great-west Moderately Competition

Great-west Moderately's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Great West Moderately in relation to its competition. Great-west Moderately's competition analysis typically involves several steps, including:

Identifying the key players in the market: This involves identifying the major competitors of Great-west Moderately in the market, both direct and indirect, as well as new entrants and disruptive technologies.
Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Great-west Moderately's competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Great West Moderately, and developing a strategy to address them.
Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.

Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Great-west Moderately position

In addition to having Great-west Moderately in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

Did You Try This Idea?

Run Beer and Liquor Thematic Idea Now

Beer and Liquor

Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Beer and Liquor theme has 32 constituents at this time.

You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Beer and Liquor Theme or any other thematic opportunities.

View All Next

Launch

Other Information on Investing in Great-west Mutual Fund

Great-west Moderately financial ratios help investors to determine whether Great-west Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Great-west with respect to the benefits of owning Great-west Moderately security.

	FinTech Suite Use AI to screen and filter profitable investment opportunities
	Positions Ratings Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance
	Sign In To Macroaxis Sign in to explore Macroaxis' wealth optimization platform and fintech modules
	Portfolio Backtesting Avoid under-diversification and over-optimization by backtesting your portfolios

Macroaxis helps investors of all levels and skills to maximize the upside of all their holdings and minimize the risk associated with market volatility, economic swings, and company-specific events. View terms and conditions

Feedback Blog

Made with optimal in San Francisco

2024 Macroaxis LLC